International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook. However a big rotation is underway. The "anti-reflation" call...
518 Views
Toray--Not a Buy Despite Low Valuations
Toray's share price has been weak ever since it announced FY16 results on May 10th, despite both results and FY17 outlook being largely in line...
197 Views
Japanese Chemicals: Chinese Policy Threatens Petrochemical Spreads
Spreads for many petrochemical products, including ethylene itself, were strong from the beginning of FY16, in part because of extended trouble at...
304 Views
Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough
Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...
321 Views
PC Depot – A Mini Masterclass in Crisis Management
As a rule, Japan’s corporate psychology is ill-suited to damage limitation in the media. When a negative story breaks, the default see no evil,...
312 Views